Salesforce CLI And API Setup

Install Salesforce CLI application

1. Download and install the Salesforce CLI application for you OS using this link.

2. Open Terminal and run the command sfdx to make sure the application was successfully installed.

Create a private key and self-signed digital certificate

The JWT-based authorization flow requires a digital certificate and the private key used to sign the certificate. You upload the digital certificate to the custom connected app that is also required for JWT-based authorization. This process produces two files:

• server.key - The private key. You specify this file when you authorize an org with the force:auth:jwt:grant command.

• server.crt - The digital certification. You upload this file when you create the connected app required by the JWT-based flow.

1. If necessary, install OpenSSL on your computer. To check whether OpenSSL is installed on your computer, run this command: which openssl

2. In Terminal or Windows Command Prompt, create a directory to store the generated files, and change to the directory.

mkdir /Users/jdoe/JWT

cd /Users/jdoe/JWT

3. Generate a private key, and store it in a file called server.key.

openssl genrsa -des3 -passout pass:x -out server.pass.key 2048

openssl rsa -passin pass:x -in server.pass.key -out server.key

You can delete the server.pass.key file because you no longer need it.

4. Generate a certificate signing request using the server.key file. Store the certificate signing request in a file called server.csr. Enter information about your company when prompted.

openssl req -new -key server.key -out server.csr

5. Generate a self-signed digital certificate from the server.key and server.csr files. Store the certificate in a file called server.crt.

openssl x509 -req -sha256 -days 365 -in server.csr -signkey server.key -out server.crt

Create a connected app in your Salesforce organization account

1. Log in to your Cloudaware account.

2. Open the main menu under your username. Go to Setup → Build: Create → Apps → 'Connected Apps' → New.

3. Enter a meaningful connected app name and your email address.

4. In 'API (Enable OAuth Settings)' check the box Enable OAuth Settings.

5. For the Callback URL enter http://localhost:1717/OauthRedirect

5. Check the box Use digital signatures. Click Choose File and upload the server.crt file that contains your digital certificate.

6. In 'Selected OAuth Scopes' add the following OAuth scopes:

• Access and manage your data (api)

• Perform requests on your behalf at any time (refresh_token, offline_access)

• Provide access to your data via the Web (web)

7. Click Save → Continue.

8. Review Connected App details. Click Manage.

9. Click Edit Policies. In the 'OAuth Policies' section, select Admin approved users are pre-authorized for Permitted Users. Click OK in the popup message.

10. Click Save.

Authorize a Salesforce org for use with the Salesforce CLI

1. Open Terminal and run the following command: sfdx force:auth:jwt:grant -u ‘text’ -f ‘text’ -i ‘text’ -a ‘text’

WHERE

-u - authentication username (Setup → Manage Users → Users → click the user → copy username)

-f - path to a file containing the private key generated earlier

-i - consumer key of the Salesforce connected app created earlier (Setup → Build: Create → Apps → select the app → copy the value from 'Consumer Key')

-a - sets an alias for the authenticated org

You have successfully authorized your Salesforce org for use with the Salesforce CLI.

Execute a sample SOQL query

Let's execute a sample SOQL query* that will return AWS EC2 instances that are not deleted from AWS with Accounts, Private IP and Public IP:

sfdx force:data:soql:query -q "Select CA10__account__r.Name, CA10__instanceId__c, CA10__privateIpAddress__c, CA10__publicIpAddress__c from CA10__CaAwsInstance__c where CA10__disappearanceTime__c =null" -u ‘text’

More information on Salesforce CLI is available here.

Setting Up API

1. Get your Access Token using Salesforce CLI (sfdx): sfdx force:org:display -u orgAlias

This is your authorization bearer token. Now we can make curl and rest API calls using this token.

2. Make note of your Instance URL. You can see examples here.

3. Here is a Cloudaware-specific example to retrieve the list of IP addresses:

curl https://cloudaware-0000.cloudforce.com/services/data/v20.0/query/?q=SELECT+CA10__privateIpAddress__c%2C+CA10__associationPublicIp__c+from+CA10__CaAwsNetworkInterface__c -H 'Authorization: Bearer'

If you encounter any errors, make sure to:

1. Escape ! in Access Token with / slash.

2. Use single quotes around -H value

3. Use URL encoded URL

More information about other API calls is available in Salesforce documentation on Working with Records and Working with Searches and Queries.

Loading Custom Data To CMDB Using CLI

Let's assume we have a 2-column dataset made up of EC2 Instance ID and a custom attribute called ''Demo Version'':

Using CLI we will now need to extract instanceID and Salesforce ID in order to create a Salesforce-side dataset that will look like this:

sfdx force:data:soql:query -q "Select Id, CA10__instanceID__c CA10__CaAwsInstance__c where CA10__disappearanceTime__c =null" -u me

If you're not sure how to create a custom field on an existing object such as EC2 Instance or Physical Server, follow the instructions here.

CMDB CURRENT DATA

We will now use sort and merge commands to create a final dataset that will be used to upload merged dataset. In the merged dataset records are matched by instanceID but the actual instanceID does not need to be re-imported.

sfdx force:data:bulk:upsert -s EC2_Instances -f ./path/to/file.csv -i Salesforce ID